![]() FAQSnappy Kraken is a name we came up with in 2016 that. TeamSnappy Kraken is a team of fun-loving, hard-working people. CareersThe Snappy Kraken team is entirely remote, and we love it. Most importantly, Snappy Kraken's clients are granted exclusive rights to their own territory to ensure they never end up using the same marketing as their competition.Īll Snappy Kraken subscribers are assigned to a personal Success Specialist who helps them setup, manage, and optimize their use of the platform through monthly performance check-ins. Marketing automation for financial advisers who care about meaningful connections.PricingCORE MEMBERSHIP. These goals include lead generation, prospect nurturing, referral generation, and more. A CSV file of email counts and BCC counts can be emailed daily to the broker-dealer if requested.īest Practice: BCC to an email address that is used exclusively for the purpose of journaling.Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors.ĭeemed "The most innovative marketing platform for advisers"​ by Investment News, and recipient of the 2018 Wealth Management Industry Award for Social Media Leadership, Snappy Kraken is helping advisors automate and streamline their digital marketing efforts in powerful ways.Įach automated campaign on the Snappy Kraken platform is focused on achieving specific and trackable goals that grow business. We have a failover process for journaling BCCs which includes limited retry as well as EML file storage in archive. This setting is administered by Snappy Kraken and it is not changeable by individual members. Please ask your broker-dealer to provide you with the preferred BCC email address. ![]() We simply require a journaling address for us to BCC all emails sent from members of that broker-dealer. If a member’s broker-dealer requires email journaling, we have an option for that. This is covered here in the Email Domain Connection FAQ. Members register their email sending domain with us and adjust their DNS records for a deeper level of email sending authenticity. Make sure to read all emails to ensure they are personalized to your liking.Īnother Option: If you have more than two advisers that would like to use Snappy Kraken marketing, you can contact our Sales team at 844.762.7795 Option #1 or for other options. ![]() Our campaigns are designed with the voice of one particular adviser. You can also use two advisers (example: John Doe & Jane Doe"). You may use the "first" and "last" name fields as your company name (e xample: "Financial" and "Company," others use, "Your team at" & "Financial Company." This requires extra attention in your marketing materials. Here is a guide on how to change account information.Ĭan my marketing come from my company name or multiple advisers? ![]() At that point, you can open account settings and change information. Yes! After completing the step-by-step wizard you will have access to your Snappy Kraken account. We suggest using a professional business email that your contacts are familiar with and is approved by your compliance (if applicable).Ĭan I update my business information later? This email address will also receive notifications from the Snappy Kraken platform when contacts take action on a campaign. The email address entered into the business information section will be used as the sender address for outgoing emails. How will my email address be utilized on the platform? Our campaigns will create buttons and reply features using the email address and website as well.įor our full privacy policy, please click here. This information will be used to automatically brand and personalize all of your marketing materials including landing pages, emails, downloadable guides, and more. How will my name and email appear on my Snappy Kraken automated marketing campaigns? ![]()
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